Herald Investment Management as of March 31, 2015
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 85 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kofax | 8.3 | $23M | 2.1M | 10.94 | |
| Advent Software | 6.3 | $18M | 397k | 44.12 | |
| Silicon Motion Technology (SIMO) | 5.7 | $16M | 600k | 26.13 | |
| Radware Ltd ord (RDWR) | 5.2 | $14M | 676k | 21.07 | |
| Cavium | 4.0 | $11M | 154k | 72.74 | |
| Pegasystems (PEGA) | 3.0 | $8.3M | 381k | 21.84 | |
| Mellanox Technologies | 3.0 | $8.3M | 178k | 46.71 | |
| Descartes Sys Grp (DSGX) | 3.0 | $8.2M | 550k | 14.95 | |
| Proofpoint | 2.6 | $7.1M | 119k | 59.67 | |
| Ceva (CEVA) | 2.4 | $6.7M | 318k | 21.00 | |
| Tessera Technologies | 2.4 | $6.7M | 166k | 40.32 | |
| NetScout Systems (NTCT) | 2.4 | $6.6M | 150k | 44.30 | |
| Avg Technologies | 2.4 | $6.6M | 300k | 22.00 | |
| Mentor Graphics Corporation | 2.2 | $6.1M | 250k | 24.42 | |
| ViaSat (VSAT) | 2.2 | $6.0M | 100k | 59.63 | |
| EPIQ Systems | 2.0 | $5.5M | 300k | 18.19 | |
| Boingo Wireless | 1.8 | $4.9M | 660k | 7.38 | |
| Web | 1.7 | $4.8M | 250k | 19.08 | |
| VASCO Data Security International | 1.6 | $4.3M | 200k | 21.65 | |
| Nimble Storage | 1.6 | $4.3M | 200k | 21.36 | |
| Yelp Inc cl a (YELP) | 1.5 | $4.3M | 90k | 47.39 | |
| Qualys (QLYS) | 1.5 | $4.1M | 87k | 46.66 | |
| Brightcove (BCOV) | 1.3 | $3.5M | 471k | 7.43 | |
| MoSys | 1.3 | $3.5M | 1.7M | 2.03 | |
| Callidus Software | 1.2 | $3.5M | 260k | 13.28 | |
| SPS Commerce (SPSC) | 1.2 | $3.4M | 50k | 67.46 | |
| Inphi Corporation | 1.1 | $3.1M | 172k | 18.21 | |
| 8x8 (EGHT) | 1.1 | $3.0M | 360k | 8.44 | |
| Apple Computer | 1.1 | $3.0M | 24k | 126.34 | |
| Alliance Fiber Optic Prods I | 1.1 | $2.9M | 169k | 17.39 | |
| Attunity | 1.1 | $2.9M | 294k | 9.92 | |
| Fabrinet (FN) | 1.0 | $2.6M | 140k | 18.88 | |
| 51job | 0.9 | $2.6M | 80k | 32.82 | |
| ChipMOS Technology Bermuda | 0.9 | $2.5M | 105k | 24.26 | |
| Hydrogenics Corporation | 0.9 | $2.5M | 210k | 11.77 | |
| Novadaq Technologies | 0.9 | $2.4M | 153k | 15.77 | |
| Emulex Corporation | 0.9 | $2.4M | 300k | 7.97 | |
| China Distance Education Holdings | 0.8 | $2.3M | 141k | 16.34 | |
| Bankrate | 0.8 | $2.3M | 200k | 11.34 | |
| Imperva | 0.8 | $2.2M | 50k | 43.46 | |
| Silicom (SILC) | 0.8 | $2.1M | 50k | 41.70 | |
| Barracuda Networks | 0.7 | $2.0M | 50k | 39.50 | |
| Power Integrations (POWI) | 0.7 | $1.8M | 35k | 52.83 | |
| Bottomline Technologies | 0.7 | $1.9M | 67k | 27.67 | |
| Anadigics | 0.7 | $1.8M | 1.4M | 1.36 | |
| Planet Payment | 0.7 | $1.8M | 1.1M | 1.68 | |
| Top Image Systems Ltd ord | 0.6 | $1.7M | 500k | 3.35 | |
| Support | 0.6 | $1.6M | 1.0M | 1.56 | |
| Glu Mobile | 0.5 | $1.5M | 300k | 4.91 | |
| Akamai Technologies (AKAM) | 0.5 | $1.5M | 20k | 71.88 | |
| Checkpoint Systems | 0.5 | $1.2M | 15k | 83.46 | |
| Intel Corporation (INTC) | 0.4 | $1.2M | 38k | 31.45 | |
| Micron Technology (MU) | 0.4 | $1.1M | 43k | 26.67 | |
| 21vianet Group (VNET) | 0.4 | $1.1M | 65k | 17.29 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $1.1M | 48k | 23.23 | |
| Guidance Software | 0.4 | $1.1M | 200k | 5.54 | |
| Five9 (FIVN) | 0.4 | $1.1M | 188k | 5.69 | |
| Lantronix (LTRX) | 0.4 | $1.0M | 567k | 1.78 | |
| LivePerson (LPSN) | 0.3 | $965k | 90k | 10.72 | |
| Cadence Design Systems (CDNS) | 0.3 | $922k | 50k | 18.44 | |
| 0.3 | $909k | 1.6k | 561.11 | ||
| Microsoft Corporation (MSFT) | 0.3 | $860k | 21k | 40.95 | |
| F5 Networks (FFIV) | 0.3 | $864k | 7.5k | 115.20 | |
| Western Digital (WDC) | 0.3 | $836k | 9.0k | 92.89 | |
| Xilinx | 0.3 | $811k | 19k | 42.68 | |
| KEYW Holding | 0.3 | $813k | 100k | 8.13 | |
| PMC-Sierra | 0.3 | $750k | 80k | 9.38 | |
| Amazon | 0.3 | $749k | 2.0k | 374.50 | |
| Violin Memory | 0.3 | $752k | 200k | 3.76 | |
| Qualcomm (QCOM) | 0.2 | $702k | 10k | 68.82 | |
| Tangoe | 0.2 | $675k | 50k | 13.50 | |
| Teradyne (TER) | 0.2 | $535k | 28k | 19.11 | |
| Vitesse Semiconductor Corporate | 0.2 | $529k | 100k | 5.29 | |
| Zhaopin | 0.2 | $526k | 35k | 15.03 | |
| ChinaCache International Holdings | 0.2 | $491k | 50k | 9.92 | |
| FalconStor Software | 0.2 | $459k | 300k | 1.53 | |
| Acxiom Corp Com Stk | 0.2 | $450k | 24k | 18.75 | |
| Altera Corp Com Stk | 0.1 | $300k | 7.0k | 42.86 | |
| Aviat Networks | 0.1 | $256k | 210k | 1.22 | |
| RadiSys Corporation | 0.1 | $227k | 106k | 2.15 | |
| Arista Networks | 0.1 | $202k | 3.0k | 68.47 | |
| Leidos Holdings (LDOS) | 0.1 | $174k | 4.1k | 42.32 | |
| TechTarget (TTGT) | 0.1 | $142k | 12k | 11.64 | |
| Ceragon Networks (CRNT) | 0.0 | $65k | 56k | 1.17 | |
| stock | 0.0 | $60k | 1.0k | 60.00 |
